Client Engagements

Entering Clients

Current Targeted Searches in Progress:

Two(!) New Targeted Business Searches for clients. Their deal parameters are:

  • Palm Beach, Broward or Dade County, Florida Based or Relocatable
  • Distribution, Service or Light Manufacturing
  • Asset Light
  • B2b or B2G
  • $350,000+ in EBITDA
  • One Foreign Client is interested in Minority investment to help you grow your business!
  • Both Clients Can Close Quickly!!

Exiting Clients

Florida Land Surveying Company

35-Year Old Land Surveying Company

-Most employees have been with the firm 15 to 25 years.
-Client list includes local developers, utility companies, local governments.
-The company has an excellent reputation in their service area.
-Service area includes Palm Beach, Martin, Broward, Dade, and St. Lucie Counties.
-Specialize in hydrographic surveying that few firms in the area offer.
-Vehicles and equipment are state of the art.
-Full range of surveying services including boundary, topographic, ALTA/NSPS Land Title, bathymetric surveys, subdivision platting, condominium exhibits, & FEMA elevation certificates.

More Information Here…

Treasure Coast Commercial Landscape Company

The Company is a boutique, commercial landscape maintenance and installation firm in Martin County, FL.  With a 14-year history of profitable operations serving a high-end client base, the firm not only provides a sustainable healthy cash flow, but also is ideally positioned for growth in a rapidly growing region. For more information: Commercial Landscape Opportunity (pdf)

Direct Mail & Fulfillment Company

We have been engaged to find the right strategic buyer for this unique 13 year old company whose areas of expertise include sophisticated database management, PCI certified security and laser variable direct printing.

Their demanding clients include major banks, financial and credit card companies. First Quarter 2012 was very strong with the addition of color printing. The company would make a compelling add on for a strategic buyer in direct mail, fulfillment or one currently selling to financial service companies.

Exclusive US Distributor of a Premium European Cosmetic Line

Since 1984, our client has been the sole US distributor of high end Nail Care, Hand Care, Foot Care and Eye Care products from Switzerland. Consistent $550,000 SDE with zero employees and 100% outsourced fulfillment. High End Cosmetics PDF.

Recent Successful Client Engagements

Lonewood Plantation Inc.

Bankers Advocate exclusively represented the Seller in the sale to the Boy Scouts of America.

Cabana Construction Company

Bankers Advocate exclusively represented the Seller and arranged financing through BB&T for the company’s purchase by the next family generation.

Dr. David Goldberg, PA

Bankers Advocate exclusively represented the Seller and arranged financing through Wells Fargo.

UMT International

Bankers Advocate exclusively represented the Buyer in a Targeted Search and arranged financing through CIT.

Rose Poster Printing

Bankers Advocate exclusively represented the Private Equity Group Seller in a Strategic Sale to OAI Inc.